+14.2%
LQD vs VTI
+75.8%
-61.6%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.2% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | -1.3% | -1.4% | +0.2% | -1.0% |
| 3M | -3.2% | +3.6% | -6.8% | -3.8% |
| 6M | -2.1% | +13.6% | -15.7% | -4.2% |
| YTD | -2.4% | +12.9% | -15.3% | -4.4% |
| 1Y | -2.7% | +17.2% | -19.9% | -5.3% |
| 3Y | +14.2% | +75.7% | -61.5% | -1.1% |
| All | +14.2% | +75.8% | -61.6% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling